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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,156 | $52,836+15.7% | $105,738-42.2% | $64,173-4.7% |
| Participation rate | 96.7% | 66.5%+30.2pp | 76.3%+20.4pp | 69.6%+27.2pp |
| Annual return | -0.17% | 14.30%-14.5pp | 6.27%-6.4pp | 7.63%-7.8pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,940 | $3,959+50.1% | $6,913-14.1% | $4,887+21.5% |